WA
WSM icon

Whipplewood Advisors’s Williams-Sonoma WSM Stock Holding History

Whipplewood Advisors’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.63K Sell
7
-999
-99% -$198K ﹤0.01% 466
2026
Q1 		$183K Sell
1,006
-994
-50% -$198K 0.1% 135
2025
Q4 		$357K Hold
2,000
– – 0.23% 96
2025
Q3 		$391K Sell
2,000
-20
-1% -$3.82K 0.26% 89
2025
Q2 		$330K Buy
2,020
+8
+0.4% +$1.26K 0.18% 119
2025
Q1 		$317K Buy
2,012
+5
+0.2% +$966 0.19% 114
2024
Q4 		$372K Buy
+2,007
New +$318K 0.21% 101

Other funds holding WSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Whipplewood Advisors's WSM Position: Q2 2026 in Review

Whipplewood Advisors reduced its Williams-Sonoma (WSM) stake by 99% in Q2 2026, selling an estimated $198K and leaving 7 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Whipplewood Advisors first reported a position in WSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $391K in Q3 2025. 1,005 funds tracked by Wall St. Rank hold WSM as of Q2 2026.

  • Whipplewood Advisors held 7 shares of Williams-Sonoma worth $1.63K as of Q2 2026.
  • Whipplewood Advisors sold 999 Williams-Sonoma shares in Q2 2026, an estimated $198K.
  • Williams-Sonoma made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #466 holding.
  • Whipplewood Advisors first reported a position in Williams-Sonoma in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Williams-Sonoma position peaked at $391K in Q3 2025.
  • 1,005 funds tracked by Wall St. Rank held Williams-Sonoma as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.